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Hello all,
I am looking to create a printed for for AP Debit Adjustments. Currently there is no "nice" printed form available to be able to create a PDF and send to supplier for Credits we would like to initial. We are having to wait for the vendor to send their own, but I would like to be proactive from time to time and send the vendor a "bill" in the form of a Debit Adjustment. I have the report designer and I believe I can just use a "template" form from Invoices or even the Additional Remittance Form. But when I have a template laid out and mapped to ACU field, how do I save it so it is visible under Printed Forms in the AP module?
Thank you!
This is fairly easy. Change the name in the save to something unique but similar to an existing form. When naming the saved name does not have to be that standard 8 alpha. It can be longer. Example custom sales order. Acumatica screen id is so641010.rpx. Save your version as so641010tst.rpx.
Always save a new version by selecting the check mark.
Once saved go to Site Control Screen.
I normally would look up an using the screen id so641010.
Add a new line below. Save your changes
Not all heroes wear capes sir!
much appreciated...
You can also add it to the REPORTS area on the screen by using a Customization Project. In the Customization Project, expand the arrow next to the screen and go to Actions, then add a Report action.
@timrodman Good point Tim. I don't normally do it this way.
I wanted to add.
Just remember that a customization is a container that holds information based on a moment in time. Its is a great way of creating a dated backup of information. To keep the customization up to date you need to go into it an update it. The customization will then have the latest version of the report. If you do not update it, it is a dated capsule, which if run will overwrite the latest version of the report.
Once a report is on your system, you shouldn't have to ever run the customization again. As long as the screen id is unique and name.rpx
When updating a report in report designer, always use the feature create a new version. Add meaningful comments and your initials.
Note a customization will only keep and/or backup the active version of the report.
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